OWM

OneAscent Wealth Management’s Synchrony SYF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,399	Closed	-$362K	–	132
2021 Q3	$362K	Buy	+7,399	New	+$362K	0.41%	55
2021 Q1	$510K	Sell	12,542 -535	-4%	-$21.8K	0.22%	113
2020 Q4	$454K	Buy	+13,077	New	+$454K	0.21%	114